Luis Damian Montalban Vindas
Investment Advisor
CR
Overview
18
18
years of professional experience
Work History
Investment and Brokerage
Trading
11.2022 - Current
- Offered competitive commercial banking solutions and retail financing options.
- Contributed to team success by sharing market insights and collaborating on best practices for investment management.
- Assisted clients in meeting financial goals through strategic portfolio adjustments and ongoing communication about performance.
- Exceeded sales targets regularly by cultivating new leads through referrals from satisfied customers.
- Educated and worked with clients on ROI terms to find accurate solutions.
Investment Advisor
MLM Multi Level Marketing
08.2018 - Current
- Participated in continuing education programs to stay current with evolving industry trends, regulations, and product offerings.
- Collaborated with clients to develop customized investment portfolios.
- Managed team of 12000 analysts focused on digital tendencies.
- Assisted clients with retirement planning, ensuring a secure financial future through strategic asset allocation and consistent saving habits.
- Advised clients on investments, retirement and estate planning.
Assistant Manager
Enid Company
10.2015 - 07.2018
- Established team priorities, maintained schedules and monitored performance.
- Boosted employee morale by recognizing outstanding performance and celebrating team accomplishments.
- Monitored sales trends to adjust pricing strategies accordingly for optimal profitability.
- Helped with planning schedules and delegating assignments to meet coverage and service demands.
CEO
Asetatos S.A
09.2011 - 09.2015
- Cultivated forward-thinking, inclusive, and performance-oriented business culture to lead industry in innovation and push progress.
- Updated business processes, products and team makeups to generate more business opportunities and cater to audience needs.
- Analyzed industry trends and tracked competitor activities to inform decision making.
Sales Agent Representative
Arena Sport S.A
04.2008 - 08.2011
- Facilitated cross-selling efforts by identifying additional opportunities within existing client accounts.
- Prioritized helping customers over completing other routine tasks in store.
- Increased sales revenue by developing and maintaining strong client relationships.
- Answered customer questions about products and services, helped locate merchandise, and promoted key items.
Class A Cook
Hotel Backyard
10.2006 - 04.2008
- Achieved cost efficiency by implementing effective budgeting and resource allocation strategies in the kitchen.
- Supported kitchen staff training and development, leading to increased productivity and efficiency.
- Maintained well-stocked stations with supplies and spices for maximum productivity.
- Coordinated checklists to keep kitchen clean, stocked and sanitary.
Education
High School Diploma -
Colegio Tecnico Profesional De Guatuso
San Rafael De Guatuso, Costa Rica 05.2001 -
Skills
Interpersonal Skills
Decision-Making
Problem-solving abilities
Relationship Building
Investor Relations
Staff Management
Time management abilities
Investment strategies
Sales closing
Goal Setting
Investment planning
Written Communication
Additional Information
I am very disciplined person and focused on my goals and I do not stop until I achieve them
I am a leader who helps his work group and helps them meet their goals by working hand to hand with them until they achieve it.
I work with a lot of transparency and trust with people.
Sharing outdooors with my family
I share a quad bike ride with my children
I like to enjoy nature
I I love being able to be present as my children grow
Timeline
Investment and Brokerage
Trading
11.2022 - Current
Investment Advisor
MLM Multi Level Marketing
08.2018 - Current
Assistant Manager
Enid Company
10.2015 - 07.2018
CEO
Asetatos S.A
09.2011 - 09.2015
Sales Agent Representative
Arena Sport S.A
04.2008 - 08.2011
Class A Cook
Hotel Backyard
10.2006 - 04.2008
High School Diploma -
Colegio Tecnico Profesional De Guatuso
05.2001 -